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Clio Manage

Sync matter data from Lawmatics to Clio upon lead conversion
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Clio Manage integration overview

Automatically sync matters from Lawmatics to Clio eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Clio for efficient case management upon lead conversion.

Here’s what you get with this Lawmatics integration:
  • Automatic matter creation in Clio upon lead conversion in Lawmatics
  • Custom field mapping options for data transfer
  • Synchronize contacts and related notes to their corresponding matter in Clio
  • Manually sync matters or set it as an automation action
  • Update Clio matters with any new Lawmatics additions by initiating a resync

Clio integrates with these Lawmatics features

Matters
Files
Notes
Relationships
Automations

Integration features

Matter sync

Lawmatics seamlessly integrates with Clio, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in Clio.

Custom field mapping

Map any or all of your Lawmatics fields to your Clio fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Clio matter.

Automation potential

Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.

Resync

This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding Clio matter. 

Details

Built by

Lawmatics
Category

Case Management

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
Clio account permissions

No permissions required
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